| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,034,166 | 49,382,000 | 29.44% | ||
| 2 | FIFTH THIRD BANCORP | 579,119 | 27,653,000 | 16.49% | ||
| 3 | BBVA USA Bancshares, Inc. | 385,297 | 18,398,000 | 10.97% | ||
| 4 | MORGAN STANLEY | 247,012 | 11,794,000 | 7.03% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 227,660 | 10,870,000 | 6.48% | ||
| 6 | Commonwealth Equity Services, Inc | 215,515 | 10,291,000 | 6.13% | ||
| 7 | Evanson Asset Management, LLC | 207,158 | 9,892,000 | 5.90% | ||
| 8 | WELLS FARGO & COMPANY/MN | 155,414 | 7,421,000 | 4.42% | ||
| 9 | Linscomb Wealth, Inc. | 113,376 | 5,414,000 | 3.23% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 106,757 | 5,098,000 | 3.04% | ||
| 11 | ROYAL BANK OF CANADA | 45,393 | 2,168,000 | 1.29% | ||
| 12 | MOTCO | 25,980 | 1,241,000 | 0.74% | ||
| 13 | BLAIR WILLIAM & CO/IL | 25,160 | 1,201,000 | 0.72% | ||
| 14 | Aris Wealth Services, Inc. | 23,861 | 1,139,000 | 0.68% | ||
| 15 | Keystone Financial Planning, Inc. | 18,055 | 862,000 | 0.51% | ||
| 16 | JPMORGAN CHASE & CO | 14,934 | 713,000 | 0.43% | ||
| 17 | UBS AG | 10,875 | 519,000 | 0.31% | ||
| 18 | TOWER TRUST Co | 10,058 | 480,000 | 0.29% | ||
| 19 | LPL Financial LLC | 9,627 | 460,000 | 0.27% | ||
| 20 | Cetera Advisor Networks LLC | 9,322 | 447,000 | 0.27% | ||
| 21 | Private Advisor Group, LLC | 7,960 | 380,000 | 0.23% | ||
| 22 | KMS FINANCIAL SERVICES, INC | 7,560 | 361,000 | 0.22% | ||
| 23 | COURIER CAPITAL LLC | 7,001 | 334,000 | 0.20% | ||
| 24 | SignalPoint Asset Management, LLC | 5,525 | 264,000 | 0.16% | ||
| 25 | GOLDMAN SACHS GROUP INC | 5,059 | 242,000 | 0.14% | ||
| 26 | NEW ENGLAND SECURITIES CORP /MA/ | 4,474 | 214,000 | 0.13% | ||
| 27 | Creative Planning | 2,306 | 110,000 | 0.07% | ||
| 28 | CAPTRUST FINANCIAL ADVISORS | 2,167 | 103,000 | 0.06% | ||
| 29 | CITIGROUP INC | 1,469 | 70,000 | 0.04% | ||
| 30 | US BANCORP \DE\ | 1,420 | 68,000 | 0.04% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 1,427 | 68,000 | 0.04% | ||
| 32 | Tower Research Capital LLC (TRC) | 676 | 32,000 | 0.02% | ||
| 33 | AMERIPRISE FINANCIAL INC | 460 | 22,000 | 0.01% | ||
| 34 | Focused Wealth Management, Inc | 429 | 20,000 | 0.01% | ||
| 35 | Vantage Investment Advisors, LLC | 159 | 8,000 | 0.00% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 126 | 6,017 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
